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My Approach

At Ameriprise Financial, we believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to reach them. I ask targeted questions and listen closely to your answers. I provide guidance and advice, tracking your progress and helping you make adjustments to your plan as needed to ensure you stay on track.

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Interests

  • My mother is from Germany and my father is from Russia- I enjoy other languages and cultures. I speak fluent German.
  • I enjoy spending time with my husband, Jeff, and our two children, Sofia (7) and Colton (4).
  • My favorite interests include reading, international and domestic travel, and music.

Community Participation

  • Financial Planning Association, San Diego Chapter (since 2002)
  • Einstein Academies - German Immersion School- Volunteer
  • Christ Lutheran Church, Soprano

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2009, 2011, 2012, 2013

Qualifications

  • B.A. University of California, San Diego in La Jolla 1991, Quantitative Economics and Decision Sciences
  • 2009, 2011, 2012, 2013 FIVE STAR Wealth Manager in San Diego Magazine
  • 20 Years of Experience in the Financial Services Industry
  • Series 7, Series 63, Series 65, Life, Accident & Health
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • B.A., Quantitative Economics & Decision Sciences, U.C.S.D., 1991
  • CRPC, College for Financial Planning, 2011

Professional Associations

  • Financial Planning Association (FPA) Member

Files for Download

My Photos Show Thumbnails

Tamara, Jeff, Colton (2) and Sofia (5)

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.